Pinnacle Advisory Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Pinnacle Advisory Group

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Pinnacle Advisory Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	Po Box 7399 Breckenridge, CO 80424

Note: Revenues for privately held companies are statistical evaluations.


Pinnacle Advisory Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Pinnacle Advisory Group's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Pinnacle Advisory Group is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Pinnacle Advisory Group Annual Revenue and Growth Rate

Pinnacle Advisory Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Pinnacle Advisory Group's revenues are gauged from an analysis of company filings.

Pinnacle Advisory Group's Income Statement (based on Industry Averages)

Pinnacle Advisory Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Pinnacle Advisory Group is developing and marketing. Pinnacle Advisory Group doesn't have any recent trademark applications, indicating Pinnacle Advisory Group is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

ONPOINT Financial administration of post-retirement cash flow management, namely, by maximizing post-retirement cash flow by optimizing the use of principal, capital gains, dividends, and interest, to meet client retirement spending goals; Financial management in the field of investment portfolios, namely, managing sequence risk by utilizing proprietary tactical asset allocation strategies; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, improving portfolio tax efficiency by using a proprietary formula that ranks holding period, yield, tax efficiency factors, expected return, and volatility; Financial retirement plan consulting services

10/20/2017

See all trademarks and details in the Full Report.

Market Share of Pinnacle Advisory Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Pinnacle Advisory Group, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Pinnacle Advisory Group. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
PINNACLE ADVISORY GROUP	Breckenridge, CO	100
BTS	Blackhawk, CO	20
ARES	Golden, CO	19
KESSLER COMPANIES	Conifer, CO	15

Other Companies at Po Box 7399, Breckenridge CO

Company	Headquarters	Revenue ($ MM)
PINNACLE MOUNTAIN HOMES	Breckenridge, CO	0
LOWRIE JAMES	Breckenridge, CO	0

Future Competition: Pinnacle Advisory Group's Fastest Growing Competitors

These companies are in the same general field as Pinnacle Advisory Group and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)